How to Merge Customers in QuickBooks

Welcome to this comprehensive guide on how to merge customers in QuickBooks Online. As a business owner or accountant, you may encounter duplicate customer records in your QuickBooks Online account. These duplicates can create confusion, cause inconsistencies in financial reporting, and even lead to inaccuracies in tracking sales and customer data. Fortunately, QuickBooks Online provides a simple solution to merge duplicate customer records, allowing you to streamline your records and maintain accurate and organized customer information. By merging duplicate customer records, you can consolidate sales transactions, avoid duplicate invoicing, and ensure that all historical data is stored under one primary customer. This process helps you maintain a clean and efficient customer list and reduces the risk of errors or discrepancies.